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Dimensional Global Real Estate ETF

315 hedge funds and large institutions have $2.67B invested in Dimensional Global Real Estate ETF in 2026 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 203 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 65

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

9% more capital invested

Capital invested by funds: $2.46B → $2.67B (+$209M)

0.76% more ownership

Funds ownership: 82.74%83.49% (+0.76%)

1% more funds holding

Funds holding: 313315 (+2)

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

Holders
315
Holders Change
+2
Holders Change %
+0.64%
% of All Funds
3.88%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.36%
New
31
Increased
203
Reduced
65
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$18.8M +$3.43M +125,154 +22%
RCI
27
RS Crum Inc
California
$17.7M +$665K +24,251 +4%
QFA
28
Quantum Financial Advisors
California
$17.2M -$249K -9,084 -1%
WMN
29
Wealth Management Nebraska
Nebraska
$16.5M +$1.58M +57,538 +10%
IWM
30
Integris Wealth Management
California
$16.2M +$439K +15,999 +3%
PWMG
31
Private Wealth Management Group
New Jersey
$16.2M +$1.06M +38,840 +7%
Jane Street
32
Jane Street
New York
$16M +$10.9M +399,142 +197%
Corient Private Wealth
33
Corient Private Wealth
Florida
$15.5M -$21.5M -782,383 -57%
LFA
34
Level Financial Advisors
New York
$15.5M +$1.44M +52,616 +10%
EAM
35
Evanson Asset Management
California
$15M +$3.06M +111,599 +25%
PCI
36
Planning Center Inc
Illinois
$14.5M -$59.8K -2,182 -0.4%
ACM
37
Aspen Capital Management
Idaho
$14.5M +$155K +5,648 +1%
SSC
38
Syverson Strege & Co
Iowa
$12.7M +$16.7K +610 +0.1%
GWA
39
Geometric Wealth Advisors
District of Columbia
$11.8M +$582K +21,212 +5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$11.7M +$556K +20,285 +5%
HI
41
Harbour Investments
Wisconsin
$11.6M +$2.88M +105,050 +32%
VAS
42
Vestmark Advisory Solutions
Massachusetts
$10.9M +$3.08M +112,233 +37%
SFC
43
Sprinkle Financial Consultants
Colorado
$9.98M +$526K +19,171 +5%
EFP
44
Elser Financial Planning
Indiana
$9.74M +$9.99M +364,322 New
AC
45
Apella Capital
Connecticut
$9.57M +$180K +6,567 +2%
BGWM
46
Bridge Generations Wealth Management
Florida
$9.56M +$325K +11,864 +3%
AIS
47
American Investment Services
Massachusetts
$9.53M +$657K +23,979 +7%
XPN
48
XY Planning Network
Montana
$9.26M +$991K +36,155 +12%
AF
49
Allworth Financial
California
$9M +$4.11M +149,950 +79%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$8.95M +$1.81M +65,995 +24%